Comparing two scenarios: Why the step-up in basis matters
As you’ve watched the news about potential tax reform, a principle known as the “step-up in basis” might have caught your attention. Over the years, from time to time,...
Information and Resources for Donors and Professional Advisors
May 21st 2025
Uncertain times: FAQs about charitable giving
Economic turbulence, inflation concerns, and a general sense of financial instability have made 2025 very challenging for a lot of people. As you consider how to support your favorite...
May 21st 2025
QCDs: Soon there may be more to love
If you are 70 ½ and older, by now you’ve likely heard about a charitable giving tool called a Qualified Charitable Distribution (“QCD”), allowing you to direct a distribution...
May 21st 2025
Crisis giving: Proceed with caution, but do proceed!
It’s a natural human response to want to help in a crisis–even though it’s hard for many people to ask for help. Indeed, Stanford social psychologist Xuan Zhao notes that...
Apr 14th 2025
Make a plan–and make your favorite charities part of it
At some point during your adult life, you’ve likely realized that it would be wise to put in place a will, trust, and powers of attorney, as well as undertake...
Apr 14th 2025
Apr 7th 2025
Three common client scenarios and charitable planning solutions
If you encounter any situation with a client where charitable giving could be involved, please reach out to the community foundation! Our team is happy to serve as a sounding...
Apr 4th 2025
Tools for your charitable clients at all levels of giving
Many attorneys, CPAs, and financial advisors share with our team that one of the reasons their clients love working with the community foundation is because the foundation is truly the...
Apr 4th 2025
Apr 3rd 2025
Women and philanthropy: Opportunity to grow your practice
Until recently, an attorney, CPA, or financial advisor’s relationship with many client couples has tended to focus on the male partner. Driving this dynamic is that male advisors historically have...
Apr 2nd 2025